KLDW News and Press, Knowledge Leaders Developed World From 02/12/21

Though history is often a good guide, it's important to recognize that markets can - and have - changed. If Value stocks are extremely cheap versus the market, it is necessarily the case that Growth stocks are very expensive. The goal of the backtest was to ensure that despite its...

The Bank of America's Global Fund Manager Survey for November 2020 shows that more investors prefer allocating funds to emerging markets now. We believe China's early exit from the lockdown and stimulus measures should benefit EM more broadly, as will the recovery in the global demand...

Investors appear almost universally to be pricing for an early-cycle mix of low interest rates and ongoing support from both monetary and fiscal policy, combined with the release of pent-up demand from consumers and manufacturers. Short-term stumbling blocks are not confined to the on...

With the exception of broadly defined commodities and US and foreign property shares, global markets posted solid gains last year. US stocks were the top 2020 performers, with the Russell 3000 Index surging 20.9% last year. US REITs saw the deepest loss for the major asset classes...

Global business cycles are closely interconnected. Global business cycles are closely synchronized. Global equity markets respond accordingly. For further details see: Investing In Foreign Markets Sounds Exciting - But Isn't Always

As the COVID-19 pandemic spreads across the globe, an unprecedented lockdown has been imposed in more than 100 countries to minimize the spread of the virus. As the number of new cases globally appears to be peaking, markets are reacting positively, and we are beginning to look through to the...

Investment thesis. Global equity markets made strong moves this week based on the strength and size of the fiscal and monetary stimulus along with the belief that we're nearing a contagion peak. However, investors haven't seen the actual economic numbers yet; wait for the markets to survive...

Investors are suddenly confronted with a rapidly changing investment landscape as a result of the coronavirus pandemic. The more immediate of these is an economy which is placed in a self-induced coma in order to create the social distancing necessary to mitigate the pandemic. But the pandem...

Investment thesis: the major international markets are still correction. While some may be forming bottoms, it's still way too early to think about taking a position in any region. On Monday, the OECD lowered its global growth estimate due to the coronavirus (emphasis added): On the...

Research  by the Brookings Institution and Financial Times shows that the global economy will be stuck in neutral for awhile, a situation called "synchronized stagflation" by Brookings' Eswar Prasad. More news on: Vanguard FTSE Developed Markets ETF, iShares MSCI EAFE ETF, Gabelli E...